The Commercial Lines Marketing Analyst role in Phoenix, AZ will coordinate marketing efforts with competing insurance companies on an account-by-account basis for sales and customer service teammates. Responsible for reviewing, analyzing, and improving upon quotes received and evaluating and negotiating coverage and price for renewals and prospective business.
How You Will Contribute
- Coordinate the procurement of alternative quotes and carrier options to retain existing insurance programs.
- Analyze market information to develop, design, and implement creative strategies for sales team members.
- Review and recognize areas for improvement in existing policies and competing quotes and evaluate options alongside the sales team member and service representative.
- Negotiate with insurance carriers’ competitive coverage and pricing options on behalf of our client.
- Provide sales and customer service teammates with any market information or insight.
- Monitor, identify, and develop new methods, new markets, and new opportunities.
- Review submissions from either the producer or account manager for completeness and accuracy.
- Review submission to determine appropriate insurance companies for account solicitation.
- Identify new markets through research and begin the process to contract with insurance companies or brokers if necessary and given approval from management.
- Utilize and direct assistants in the process of online rating and proposal creation.
Skills & Experience to Be Successful
- Minimum education – college degree or related work experience
- Proficient with MS Office & Excel
- Exceptional telephone demeanor
- Ability to maintain high level of confidentiality
- 3-5 years experience in a similar position
- Must have and maintain current Property & Casualty Insurance License for required states.
- Independent insurance agency experience (Preferred)
- Property and Casualty Insurance Designation such as CISR, CRIS, AAI or similar designation (Preferred)
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
